Jeremy Lenthall Adv Dip FS(FP)

Jeremy Lenthall Adv Dip FS(FP) 0409 698 730

Jeremy started his career in Financial Services in 1989 with a leading General Insurance Broker specialising in Commercial Insurance before joining the family owned Michael Lenthall & Assoc  in 1999 as a Financial Planner.

Now a Director of Niche Financial Services and Niche Lending Trading as Astute Adelaide City East and Astute Sydney City Central, Jeremy is passionate about helping his clients achieve their financial goals.

Jeremy holds an Advance Diploma In Financial Planning.

 

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Robert Craig

Robert Craig 0418 532 624

Robert has been involved in the financial services industry for over 7 years. Prior to joining Astute, Robert was a Credit Adviser predominately assisting clients with residential investment loans along with some commercial and business lending exposure. Robert’s passion in assisting clients leveraging in to Australian Property Investments has evolved from himself being an avid property investor whilst being involved in the construction industry for over 20 years. During this time Robert worked closely with his accountant and mortgage broker to build his family asset base and is now having great fulfilment working with clients to maximise their personal and trust portfolios.

Robert has a Diploma of Financial Services (Finance/ Mortgage Broking Management) and is a Credit Adviser with the Mortgage and Finance Association Australia (MFAA)

Robert’s interests are based around his local residence of Semaphore involving beach activities, family friendly outings, along with the Semaphore culture of café’s and coastal lifestyle.

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Nick Mosey Dip FS(FP)

Nick Mosey Dip FS(FP) 0428 021 180

Nick joined Astute Adelaide City East in November 2012. Previously he had worked as a Financial Planner for 8 years with a medium sized South Australian based group.  Has been involved in the Financial Services Industry for over 20 years.

Currently, Nick holds a Diploma in Financial Planning and regularly attends seminars and education sessions in order to keep up to date with the changes with the industry.

 

Nick provides a wide range of Advice to his clients including Retirement Planning, Investment Strategies, Wealth Protection & Estate Planning.

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Eric Juanta Dip FS(FP)

Eric Juanta Dip FS(FP) 0477 775 520

Eric joined Astute Adelaide City East in March 2010, with over 22 years’ experience within the Financial Services Sector in Australia.

He has worked within the general insurance industry dealing with domestic and commercial claims; funds management and superannuation administration, sales, and business development; financial services recruitment, and was a Financial Planner for one of the major banks.

Eric holds a Diploma of Financial Services (Financial Planning) and he continually updates his knowledge and skills through seminars and educational training sessions specific to the Industry. He is currently working towards completing the Advanced Diploma of Financial Planning.

He is passionate about providing holistic financial advice to his clients.

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Michael Ozga

Michael Ozga 0437 643 678

I have been a financial adviser since 2014, prior to that I was working in the motor vehicle and electronics industry. I also have over 20 years of selling and management experience.

My love for financial planning stems from being able to provide my clients with advice with on their complete financial wellbeing, working with them to find ways to make the most of their financial situations and set themselves up for the future.

I have worked with all types of people, from single professionals to those looking at retiring.

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